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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $508,930 | $111,830+355.1% | $93,696+443.2% | $145,884+248.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.80% | 204.08%-192.3pp | 133.74%-121.9pp | 551.85%-540.1pp |
| Employer contribution / active EE | $25,833 | $3,093+735.2% | $2,422+966.7% | $4,662+454.1% |
| Participant deferral / active EE | $15,333 | $4,920+211.7% | $4,417+247.2% | $6,690+129.2% |
| Admin fee / account holder | $570 | $10,249-94.4% | $8,287-93.1% | $13,392-95.7% |